Marshall Wace’s Zuora, Inc. ZUO Stock Holding History

Marshall Wace’s Portfolio ZUO Stock Details ZUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-245,103	Closed	-$2.43M	–	3196
2024 Q4	$2.43M	Buy	+245,103	New	+$2.38M	﹤0.01%	1355
2023 Q4	–	Sell	-127,517	Closed	-$1.05M	–	2691
2023 Q3	$1.05M	Buy	+127,517	New	+$1.26M	﹤0.01%	1484
2022 Q3	–	Sell	-13,300	Closed	-$119K	–	3892
2022 Q2	$119K	Buy	+13,300	New	+$148K	﹤0.01%	3252
2022 Q1	–	Sell	-48,126	Closed	-$899K	–	4156
2021 Q4	$899K	Buy	+48,126	New	+$967K	﹤0.01%	2524

Other funds holding ZUO

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Marshall Wace's ZUO Position: Q1 2025 in Review

Marshall Wace sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 245,103 shares — an estimated $2.43M sold.

Marshall Wace first reported a position in ZUO in Q4 2021 and held it in 4 quarters. The position peaked at $2.43M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

Marshall Wace reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 245,103 Zuora, Inc. shares in Q1 2025, an estimated $2.43M.
Marshall Wace first reported a position in Zuora, Inc. in Q4 2021 and held it in 4 quarters.
Marshall Wace's Zuora, Inc. position peaked at $2.43M in Q4 2024.
2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.